|
276
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$418K
|
+$16.6K
|
+567
|
+4%
|
|
|
277
|
Opes Wealth Management
Menlo Park,
California
|
$415K
|
–
|
–
|
–
|
|
|
278
|
Waypoint Wealth Partners
Mill Valley,
California
|
$415K
|
+$404K
|
+13,800
|
New
|
|
|
279
|
Private Trust Company
Cleveland,
Ohio
|
$412K
|
–
|
–
|
–
|
|
|
280
|
HB Wealth Management
Atlanta,
Georgia
|
$409K
|
+$16.6K
|
+566
|
+4%
|
|
|
281
|
Austin Private Wealth
Austin,
Texas
|
$405K
|
-$1.75M
|
-59,858
|
-82%
|
|
|
282
|
Sage Advisory Services
Austin,
Texas
|
$404K
|
+$178K
|
+6,065
|
+82%
|
|
|
283
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$402K
|
+$938
|
+32
|
+0.2%
|
|
|
284
|
Ameraudi Asset Management
New York
|
$400K
|
+$390K
|
+13,309
|
New
|
|
|
285
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$398K
|
+$388K
|
+13,239
|
New
|
|
|
286
|
Rain Capital Management
Lake Oswego,
Oregon
|
$397K
|
+$6.68K
|
+228
|
+2%
|
|
|
287
|
Parallel Advisors
San Francisco,
California
|
$389K
|
+$49.5K
|
+1,689
|
+15%
|
|
|
288
|
Regal Investment Advisors
Kentwood,
Michigan
|
$386K
|
-$571K
|
-19,480
|
-60%
|
|
|
289
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$380K
|
-$22.6K
|
-770
|
-6%
|
|
|
290
|
Stokes Family Office
New Orleans,
Louisiana
|
$379K
|
-$13.9K
|
-475
|
-4%
|
|
|
291
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$379K
|
+$19.1K
|
+653
|
+5%
|
|
|
292
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$379K
|
-$12.5K
|
-426
|
-4%
|
|
|
293
|
Financial Management Network
Mission Viejo,
California
|
$378K
|
+$17.4K
|
+595
|
+5%
|
|
|
294
|
Verus Capital Partners
Scottsdale,
Arizona
|
$378K
|
-$31.7K
|
-1,081
|
-8%
|
|
|
295
|
Unionview LLC
Seattle,
Washington
|
$375K
|
+$3.43K
|
+117
|
+0.9%
|
|
|
296
|
OLIO Financial Planning
Mclean,
Virginia
|
$375K
|
-$42.5K
|
-1,449
|
-10%
|
|
|
297
|
Vontobel Holding
Zurich,
Switzerland
|
$372K
|
-$7.36K
|
-251
|
-2%
|
|
|
298
|
Jordan Park Group
San Francisco,
California
|
$371K
|
+$2.9K
|
+99
|
+0.8%
|
|
|
299
|
NCM Capital Management
Ramsey,
New Jersey
|
$369K
|
-$71K
|
-2,422
|
-16%
|
|
|
300
|
NWAM LLC
Mercer Island,
Washington
|
$365K
|
-$79.5K
|
-2,713
|
-18%
|
|
